Institutional Ownership Ishares Tr Broad Usd High Yiel (USHY)
This table provides information about the institutional ownership of Ishares Tr Broad Usd High Yiel (USHY). We have compiled data on the 658 institutions that hold shares in the stock, with a total of 558 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
20,132
shares
|
$750,319
0.02% of portfolio
|
Q2 2025
Added 135.16%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
19,970
shares
|
$744,281
0.1% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
19,808
shares
|
$738,244
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
19,784
shares
|
$737,349
0.04% of portfolio
|
Q3 2025
Added 11.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
19,722
shares
|
$735,038
0.02% of portfolio
|
Q4 2025
Added 0.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
19,652
shares
|
$732,430
0.01% of portfolio
|
Q3 2025
Added 74.98%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,432
shares
|
$724,230
0.05% of portfolio
|
Q4 2023
Reduced 35.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
19,055
shares
|
$710,179
0.01% of portfolio
|
Q3 2025
Reduced 37.79%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
19,037
shares
|
$709,508
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
18,667
shares
|
$695,719
0.01% of portfolio
|
Q3 2025
Added 86.99%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
18,580
shares
|
$692,476
0.02% of portfolio
|
Q3 2025
Added 882.55%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
18,264
shares
|
$680,699
0.01% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
17,790
shares
|
$663,033
0.01% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
17,706
shares
|
$659,902
0.0% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
17,525
shares
|
$653,156
0.02% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
17,442
shares
|
$650,063
0.09% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
17,255
shares
|
$643,093
0.4% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
17,198
shares
|
$640,969
0.12% of portfolio
|
Q3 2025
Added 33.05%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
17,193
shares
|
$640,783
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
17,105
shares
|
$637,503
0.01% of portfolio
|
Q2 2025
Added 68.84%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
17,084
shares
|
$636,720
0.03% of portfolio
|
Q3 2025
Added 216.66%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
17,062
shares
|
$635,900
0.02% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
16,673
shares
|
$621,402
0.0% of portfolio
|
Q3 2025
Added 30.87%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
16,604
shares
|
$618,831
0.05% of portfolio
|
Q3 2025
Added 33.22%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
16,312
shares
|
$607,948
0.02% of portfolio
|
Q3 2025
Reduced 30.31%
|
|